| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| WRise Wealth Management (Hong Kong) Limited | RO | Dealing in securities | 2025-09-05 | 2026-06-30 |
| Rep | Dealing in securities | 2023-10-30 | 2025-09-05 | |
| Rep | Advising on securities | 2023-10-30 | 2026-06-30 | |
| Rep | Asset management | 2023-10-30 | 2026-06-30 | |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Advising on securities | 2020-10-28 | 2023-09-28 |
| Rep | Dealing in securities | 2020-10-28 | 2023-09-28 |